Rumberger, Kirk & Caldwell, Professional Association
Plan context: Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan
EIN 59-2089901 • Orlando, FL • 54 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
215
2024 Assets
$92,324,765
2024 Contributions
$3,982,442
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 215 | $92,324,765 | $3,982,442 | $18,523iApproximate average salary by contribution assumption: employee only about $463,075 at 4% or $308,716 at 6%; with 50% employer match about $308,716 at 4% or $205,811 at 6%; with 100% employer match about $231,537 at 4% or $154,358 at 6%. |
| Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan | - | 173 | $92,324,765 | $3,982,442 | $23,020iApproximate average salary by contribution assumption: employee only about $575,497 at 4% or $383,665 at 6%; with 50% employer match about $383,665 at 4% or $255,777 at 6%; with 100% employer match about $287,749 at 4% or $191,832 at 6%. |
| Rumberger Kirk Medical Benefit Plan | - | 215 | - | - | - |
| 2023 | 2 | 205 | $80,735,737 | $4,072,158 | $19,864iApproximate average salary by contribution assumption: employee only about $496,605 at 4% or $331,070 at 6%; with 50% employer match about $331,070 at 4% or $220,713 at 6%; with 100% employer match about $248,302 at 4% or $165,535 at 6%. |
| Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan | - | 177 | $80,735,737 | $4,072,158 | $23,007iApproximate average salary by contribution assumption: employee only about $575,164 at 4% or $383,442 at 6%; with 50% employer match about $383,442 at 4% or $255,628 at 6%; with 100% employer match about $287,582 at 4% or $191,721 at 6%. |
| Rumberger Kirk Medical Benefit Plan | - | 205 | - | - | - |
| 2022 | 2 | 225 | $70,317,343 | $3,647,515 | $16,211iApproximate average salary by contribution assumption: employee only about $405,279 at 4% or $270,186 at 6%; with 50% employer match about $270,186 at 4% or $180,124 at 6%; with 100% employer match about $202,640 at 4% or $135,093 at 6%. |
| Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan | - | 175 | $70,317,343 | $3,647,515 | $20,843iApproximate average salary by contribution assumption: employee only about $521,074 at 4% or $347,382 at 6%; with 50% employer match about $347,382 at 4% or $231,588 at 6%; with 100% employer match about $260,537 at 4% or $173,691 at 6%. |
| Rumberger Kirk Medical Benefit Plan | - | 225 | - | - | - |
| 2021 | 2 | 237 | $81,964,928 | $3,518,856 | $14,847iApproximate average salary by contribution assumption: employee only about $371,187 at 4% or $247,458 at 6%; with 50% employer match about $247,458 at 4% or $164,972 at 6%; with 100% employer match about $185,594 at 4% or $123,729 at 6%. |
| Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan | - | 165 | $81,964,928 | $3,518,856 | $21,326iApproximate average salary by contribution assumption: employee only about $533,160 at 4% or $355,440 at 6%; with 50% employer match about $355,440 at 4% or $236,960 at 6%; with 100% employer match about $266,580 at 4% or $177,720 at 6%. |
| Rumberger Kirk Medical Benefit Plan | - | 237 | - | - | - |
| 2020 | 2 | 215 | $70,767,415 | $3,319,863 | $15,441iApproximate average salary by contribution assumption: employee only about $386,031 at 4% or $257,354 at 6%; with 50% employer match about $257,354 at 4% or $171,569 at 6%; with 100% employer match about $193,015 at 4% or $128,677 at 6%. |
| Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan | - | 166 | $70,767,415 | $3,319,863 | $19,999iApproximate average salary by contribution assumption: employee only about $499,979 at 4% or $333,320 at 6%; with 50% employer match about $333,320 at 4% or $222,213 at 6%; with 100% employer match about $249,990 at 4% or $166,660 at 6%. |
| Rumberger Kirk Medical Benefit Plan | - | 215 | - | - | - |
| 2019 | 2 | 189 | $63,038,200 | $3,291,932 | $17,418iApproximate average salary by contribution assumption: employee only about $435,441 at 4% or $290,294 at 6%; with 50% employer match about $290,294 at 4% or $193,529 at 6%; with 100% employer match about $217,720 at 4% or $145,147 at 6%. |
| Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan | - | 157 | $63,038,200 | $3,291,932 | $20,968iApproximate average salary by contribution assumption: employee only about $524,193 at 4% or $349,462 at 6%; with 50% employer match about $349,462 at 4% or $232,975 at 6%; with 100% employer match about $262,096 at 4% or $174,731 at 6%. |
| Rumberger Kirk Medical Benefit Plan | - | 189 | - | - | - |
| 2018 | 2 | 188 | $52,275,929 | $2,057,149 | $10,942iApproximate average salary by contribution assumption: employee only about $273,557 at 4% or $182,371 at 6%; with 50% employer match about $182,371 at 4% or $121,581 at 6%; with 100% employer match about $136,779 at 4% or $91,186 at 6%. |
| Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan | - | 160 | $52,275,929 | $2,057,149 | $12,857iApproximate average salary by contribution assumption: employee only about $321,430 at 4% or $214,286 at 6%; with 50% employer match about $214,286 at 4% or $142,858 at 6%; with 100% employer match about $160,715 at 4% or $107,143 at 6%. |
| Rumberger Kirk Medical Benefit Plan | - | 188 | - | - | - |
| 2017 | 2 | 213 | $57,690,240 | $2,882,295 | $13,532iApproximate average salary by contribution assumption: employee only about $338,298 at 4% or $225,532 at 6%; with 50% employer match about $225,532 at 4% or $150,354 at 6%; with 100% employer match about $169,149 at 4% or $112,766 at 6%. |
| Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan | - | 162 | $57,690,240 | $2,882,295 | $17,792iApproximate average salary by contribution assumption: employee only about $444,799 at 4% or $296,532 at 6%; with 50% employer match about $296,532 at 4% or $197,688 at 6%; with 100% employer match about $222,399 at 4% or $148,266 at 6%. |
| Rumberger Kirk Medical Benefit Plan | - | 213 | - | - | - |
| 2016 | 2 | 199 | $48,671,252 | $2,831,234 | $14,227iApproximate average salary by contribution assumption: employee only about $355,683 at 4% or $237,122 at 6%; with 50% employer match about $237,122 at 4% or $158,081 at 6%; with 100% employer match about $177,841 at 4% or $118,561 at 6%. |
| Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan | - | 173 | $48,671,252 | $2,831,234 | $16,366iApproximate average salary by contribution assumption: employee only about $409,138 at 4% or $272,759 at 6%; with 50% employer match about $272,759 at 4% or $181,839 at 6%; with 100% employer match about $204,569 at 4% or $136,379 at 6%. |
| Rumberger Kirk Medical Benefit Plan | - | 199 | - | - | - |
| 2015 | 2 | 206 | $43,292,377 | $3,101,694 | $15,057iApproximate average salary by contribution assumption: employee only about $376,419 at 4% or $250,946 at 6%; with 50% employer match about $250,946 at 4% or $167,297 at 6%; with 100% employer match about $188,210 at 4% or $125,473 at 6%. |
| Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan | - | 175 | $43,292,377 | $3,101,694 | $17,724iApproximate average salary by contribution assumption: employee only about $443,099 at 4% or $295,399 at 6%; with 50% employer match about $295,399 at 4% or $196,933 at 6%; with 100% employer match about $221,550 at 4% or $147,700 at 6%. |
| Rumberger Kirk Medical Benefit Plan | - | 206 | - | - | - |
| 2014 | 2 | 162 | $41,098,092 | $3,165,472 | $19,540iApproximate average salary by contribution assumption: employee only about $488,499 at 4% or $325,666 at 6%; with 50% employer match about $325,666 at 4% or $217,111 at 6%; with 100% employer match about $244,249 at 4% or $162,833 at 6%. |
| Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan | - | 162 | $41,098,092 | $3,165,472 | $19,540iApproximate average salary by contribution assumption: employee only about $488,499 at 4% or $325,666 at 6%; with 50% employer match about $325,666 at 4% or $217,111 at 6%; with 100% employer match about $244,249 at 4% or $162,833 at 6%. |
| Rumberger Kirk Medical Benefit Plan | - | 151 | - | - | - |
| 2013 | 2 | 172 | $36,798,407 | $2,495,034 | $14,506iApproximate average salary by contribution assumption: employee only about $362,650 at 4% or $241,767 at 6%; with 50% employer match about $241,767 at 4% or $161,178 at 6%; with 100% employer match about $181,325 at 4% or $120,883 at 6%. |
| Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan | - | 172 | $36,798,407 | $2,495,034 | $14,506iApproximate average salary by contribution assumption: employee only about $362,650 at 4% or $241,767 at 6%; with 50% employer match about $241,767 at 4% or $161,178 at 6%; with 100% employer match about $181,325 at 4% or $120,883 at 6%. |
| Rumberger Kirk Medical Benefit Plan | - | 150 | - | - | - |
| 2012 | 2 | 168 | $29,916,944 | $2,457,746 | $14,629iApproximate average salary by contribution assumption: employee only about $365,736 at 4% or $243,824 at 6%; with 50% employer match about $243,824 at 4% or $162,549 at 6%; with 100% employer match about $182,868 at 4% or $121,912 at 6%. |
| Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan | - | 166 | $29,916,944 | $2,457,746 | $14,806iApproximate average salary by contribution assumption: employee only about $370,142 at 4% or $246,762 at 6%; with 50% employer match about $246,762 at 4% or $164,508 at 6%; with 100% employer match about $185,071 at 4% or $123,381 at 6%. |
| Rumberger Kirk Medical Benefit Plan | - | 168 | - | - | - |
| 2011 | 2 | 165 | $25,553,272 | $2,171,726 | $13,162iApproximate average salary by contribution assumption: employee only about $329,049 at 4% or $219,366 at 6%; with 50% employer match about $219,366 at 4% or $146,244 at 6%; with 100% employer match about $164,525 at 4% or $109,683 at 6%. |
| Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan | - | 155 | $25,553,272 | $2,171,726 | $14,011iApproximate average salary by contribution assumption: employee only about $350,278 at 4% or $233,519 at 6%; with 50% employer match about $233,519 at 4% or $155,679 at 6%; with 100% employer match about $175,139 at 4% or $116,759 at 6%. |
| Rumberger Kirk Medical Benefit Plan | - | 165 | - | - | - |
| 2010 | 2 | 166 | $26,090,552 | $1,978,534 | $11,919iApproximate average salary by contribution assumption: employee only about $297,972 at 4% or $198,648 at 6%; with 50% employer match about $198,648 at 4% or $132,432 at 6%; with 100% employer match about $148,986 at 4% or $99,324 at 6%. |
| Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan | - | 143 | $26,090,552 | $1,978,534 | $13,836iApproximate average salary by contribution assumption: employee only about $345,898 at 4% or $230,598 at 6%; with 50% employer match about $230,598 at 4% or $153,732 at 6%; with 100% employer match about $172,949 at 4% or $115,299 at 6%. |
| Rumberger Kirk Medical Benefit Plan | - | 166 | - | - | - |
| 2009 | 1 | 152 | $0 | $0 | - |
| Rumberger Kirk Medical Benefit Plan | - | 152 | - | - | - |
| 2008 | 2 | 158 | $16,353,196 | $2,050,424 | $12,977iApproximate average salary by contribution assumption: employee only about $324,434 at 4% or $216,289 at 6%; with 50% employer match about $216,289 at 4% or $144,193 at 6%; with 100% employer match about $162,217 at 4% or $108,145 at 6%. |
| Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan | - | 143 | $16,353,196 | $2,050,424 | $14,339iApproximate average salary by contribution assumption: employee only about $358,466 at 4% or $238,977 at 6%; with 50% employer match about $238,977 at 4% or $159,318 at 6%; with 100% employer match about $179,233 at 4% or $119,489 at 6%. |
| Rumberger Kirk Medical Benefit Plan | - | 158 | - | - | - |
| 2007 | 3 | 167 | $25,041,215 | $2,035,947 | $12,191iApproximate average salary by contribution assumption: employee only about $304,782 at 4% or $203,188 at 6%; with 50% employer match about $203,188 at 4% or $135,459 at 6%; with 100% employer match about $152,391 at 4% or $101,594 at 6%. |
| Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan | - | 147 | $25,041,215 | $2,035,947 | $13,850iApproximate average salary by contribution assumption: employee only about $346,249 at 4% or $230,833 at 6%; with 50% employer match about $230,833 at 4% or $153,889 at 6%; with 100% employer match about $173,125 at 4% or $115,416 at 6%. |
| Rumberger Kirk Medical Benefit Plan | - | 99 | - | - | - |
| Rumberger Kirk Medical Benefit Plan | - | 167 | - | - | - |
| 2006 | 3 | 177 | $23,535,605 | $1,739,939 | $9,830iApproximate average salary by contribution assumption: employee only about $245,754 at 4% or $163,836 at 6%; with 50% employer match about $163,836 at 4% or $109,224 at 6%; with 100% employer match about $122,877 at 4% or $81,918 at 6%. |
| Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan | - | 131 | $23,535,605 | $1,739,939 | $13,282iApproximate average salary by contribution assumption: employee only about $332,049 at 4% or $221,366 at 6%; with 50% employer match about $221,366 at 4% or $147,578 at 6%; with 100% employer match about $166,025 at 4% or $110,683 at 6%. |
| RUMBERGER, KIRK & CALDWELL, P.A SECTION 125 PRE- TAX SALARY REDUCTION HEALTH CARE REIMBURSEMENT PLAN | - | 98 | - | - | - |
| Rumberger Kirk Medical Benefit Plan | - | 177 | - | - | - |
| 2005 | 3 | 158 | $19,975,489 | $1,547,252 | $9,793iApproximate average salary by contribution assumption: employee only about $244,818 at 4% or $163,212 at 6%; with 50% employer match about $163,212 at 4% or $108,808 at 6%; with 100% employer match about $122,409 at 4% or $81,606 at 6%. |
| Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan | - | 137 | $19,975,489 | $1,547,252 | $11,294iApproximate average salary by contribution assumption: employee only about $282,345 at 4% or $188,230 at 6%; with 50% employer match about $188,230 at 4% or $125,487 at 6%; with 100% employer match about $141,173 at 4% or $94,115 at 6%. |
| RUMBERGER KIRK AND CALDWELL SECTION 125 PRE-TAX SALARY REDUCTION HEALTH CARE REIMBURSEMENT PLAN | - | 111 | - | - | - |
| Rumberger Kirk Medical Benefit Plan | - | 158 | - | - | - |
| 2004 | 3 | 159 | $17,796,117 | $1,604,368 | $10,090iApproximate average salary by contribution assumption: employee only about $252,259 at 4% or $168,173 at 6%; with 50% employer match about $168,173 at 4% or $112,115 at 6%; with 100% employer match about $126,130 at 4% or $84,086 at 6%. |
| Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan | - | 136 | $17,796,117 | $1,604,368 | $11,797iApproximate average salary by contribution assumption: employee only about $294,921 at 4% or $196,614 at 6%; with 50% employer match about $196,614 at 4% or $131,076 at 6%; with 100% employer match about $147,460 at 4% or $98,307 at 6%. |
| RUMBERGER KIRK AND CALDWELL SECTION 125 PRE-TAX SALARY REDUCTION HEALTH CARE REIMBURSEMENT PLAN | - | 123 | - | - | - |
| Rumberger Kirk Medical Benefit Plan | - | 159 | - | - | - |
| 2003 | 2 | 157 | $15,053,827 | $1,401,439 | $8,926iApproximate average salary by contribution assumption: employee only about $223,159 at 4% or $148,773 at 6%; with 50% employer match about $148,773 at 4% or $99,182 at 6%; with 100% employer match about $111,580 at 4% or $74,386 at 6%. |
| Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan | - | 132 | $15,053,827 | $1,401,439 | $10,617iApproximate average salary by contribution assumption: employee only about $265,424 at 4% or $176,949 at 6%; with 50% employer match about $176,949 at 4% or $117,966 at 6%; with 100% employer match about $132,712 at 4% or $88,475 at 6%. |
| Rumberger Kirk Medical Benefit Plan | - | 157 | - | - | - |
| 2002 | 2 | 120 | $11,079,797 | $1,334,846 | $11,124iApproximate average salary by contribution assumption: employee only about $278,093 at 4% or $185,395 at 6%; with 50% employer match about $185,395 at 4% or $123,597 at 6%; with 100% employer match about $139,046 at 4% or $92,698 at 6%. |
| Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan | - | 120 | $11,079,797 | $1,334,846 | $11,124iApproximate average salary by contribution assumption: employee only about $278,093 at 4% or $185,395 at 6%; with 50% employer match about $185,395 at 4% or $123,597 at 6%; with 100% employer match about $139,046 at 4% or $92,698 at 6%. |
| Rumberger Kirk Medical Benefit Plan | - | 110 | - | - | - |
| 2001 | 2 | 159 | $12,014,645 | $999,331 | $6,285iApproximate average salary by contribution assumption: employee only about $157,128 at 4% or $104,752 at 6%; with 50% employer match about $104,752 at 4% or $69,834 at 6%; with 100% employer match about $78,564 at 4% or $52,376 at 6%. |
| Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan | - | 135 | $12,014,645 | $999,331 | $7,402iApproximate average salary by contribution assumption: employee only about $185,061 at 4% or $123,374 at 6%; with 50% employer match about $123,374 at 4% or $82,249 at 6%; with 100% employer match about $92,531 at 4% or $61,687 at 6%. |
| Rumberger Kirk Medical Benefit Plan | - | 159 | - | - | - |
| 2000 | 2 | 149 | $0 | $0 | - |
| Rumberger Kirk Medical Benefit Plan | - | 149 | - | - | - |
| Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan | - | 132 | - | - | - |
| 1999 | 1 | 138 | $15,728,089 | $1,005,957 | $7,290iApproximate average salary by contribution assumption: employee only about $182,239 at 4% or $121,492 at 6%; with 50% employer match about $121,492 at 4% or $80,995 at 6%; with 100% employer match about $91,119 at 4% or $60,746 at 6%. |
| Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan | - | 138 | $15,728,089 | $1,005,957 | $7,290iApproximate average salary by contribution assumption: employee only about $182,239 at 4% or $121,492 at 6%; with 50% employer match about $121,492 at 4% or $80,995 at 6%; with 100% employer match about $91,119 at 4% or $60,746 at 6%. |